Help

Import from Photos, Files, or WhatsApp

Save shared content and attach it to a project.

Use the Handysuite share extension to save photos, PDFs, Files items, or exported WhatsApp chats into a project—without leaving your flow in Photos, Files, or WhatsApp.

Save from another app

  1. In Photos, Files, WhatsApp, or another app, tap Share.
  2. Choose Handysuite.
  3. Review the summary in the extension dialog.
  4. Choose an action — nothing is committed until this step:
    • Photos (images only): Attach to Job or Create Project (reads text from the image).
    • PDF only: Attach to Job or Create Project (reads selectable text from the PDF).
    • WhatsApp zip, or mixed files (e.g. image + PDF): Save to Handysuite.
  5. When save finishes, the extension shows Saved to Handysuite with Open Handysuite and Done. Tap Open Handysuite to continue (or Done, then open the app from the Home Screen).

WhatsApp chat exports arrive as a .zip (with or without media). The extension unpacks the transcript and attachments for review in the main app.

Finish in Handysuite

Photos and WhatsApp usually cannot switch into Handysuite automatically. After you save, use Open Handysuite in the extension, or open the app yourself. Handysuite opens a sheet matched to your choice:

  • Attach to Job — pick an existing project and file sections, then add the files.
  • Create Project — reads text from the image (OCR) or PDF (selectable text / Smart Intake) and opens a prefilled project form.
  • Save to Handysuite (zip / mixed) — full Import sheet: existing vs new project, and per-image Attach or Read text.

After import

  • New project — you land on the project detail screen; share the portal link when it is ready.
  • Existing project — files attach to the project you selected; portal link unchanged.

Signed out

You can still save in the extension. When you open the app, sign in—the pending import appears after authentication.

Tips

  • Cancel before committing — discards the staged import; nothing is written.
  • Photos / WhatsApp often cannot open Handysuite automatically—after Save, tap Open Handysuite, or tap Done and launch Handysuite from the Home Screen; your import is already saved.
  • For OCR, use a clear photo; unreadable images attach as files only with a warning.
  • Scanned PDFs without selectable text may not autofill fields; the PDF still attaches and you can fill the form manually.

Related

Still stuck?

Browse more topics on the help center or email info@handysuite.pro. For account and product questions, see Contact support.